IHL

Investment House LLC Portfolio holdings

AUM $1.98B
1-Year Est. Return 20.44%
This Quarter Est. Return
1 Year Est. Return
+20.44%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$922M
AUM Growth
+$120M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
181
New
Increased
Reduced
Closed

Top Buys

1
+$4.43M
2
+$3.24M
3
+$2.7M
4
META icon
Meta Platforms (Facebook)
META
+$2.25M
5
GPN icon
Global Payments
GPN
+$2.16M

Top Sells

1
+$13.1M
2
+$2.88M
3
+$1.72M
4
MA icon
Mastercard
MA
+$1.61M
5
HPQ icon
HP
HPQ
+$1.5M

Sector Composition

1 Technology 31.75%
2 Healthcare 15.55%
3 Consumer Discretionary 11.81%
4 Communication Services 11.07%
5 Industrials 8.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$2.58M 0.28%
103,633
77
$2.46M 0.27%
9,955
78
$2.33M 0.25%
23,395
-275
79
$2.29M 0.25%
54,091
80
$2.18M 0.24%
16,414
-425
81
$2.18M 0.24%
19,500
+895
82
$2.17M 0.23%
33,330
-3,005
83
$2.16M 0.23%
+15,840
84
$2.12M 0.23%
35,810
-1,346
85
$2.08M 0.23%
22,067
-13,926
86
$2.05M 0.22%
19,400
-400
87
$2.03M 0.22%
+29,701
88
$1.83M 0.2%
17,050
-2,392
89
$1.77M 0.19%
4,145
+456
90
$1.77M 0.19%
40,495
+2,760
91
$1.68M 0.18%
7,097
-55
92
$1.67M 0.18%
5,893
+938
93
$1.56M 0.17%
62,179
94
$1.54M 0.17%
17,805
-200
95
$1.5M 0.16%
27,358
96
$1.5M 0.16%
27,870
-300
97
$1.45M 0.16%
32,245
-875
98
$1.44M 0.16%
30,204
-6,025
99
$1.4M 0.15%
+93,940
100
$1.31M 0.14%
+16,152
2 3
4
5 6